Solved: Do I need the date of purchase for the funds I sold/transferred to other funds in the same company?
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peter7rabbit
New Member

Do I need the date of purchase for the funds I sold/transferred to other funds in the same company?

I think I have incurred capital gains according to the 1099 B's I have.
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DexterS
New Member

Do I need the date of purchase for the funds I sold/transferred to other funds in the same company?

If you transfer between funds, yes, you generally will incur a gain or loss on the transfer.

If the 1099-B does not include a purchase date you will have to use the best information you have to determine a purchase date.

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1 Reply
DexterS
New Member

Do I need the date of purchase for the funds I sold/transferred to other funds in the same company?

If you transfer between funds, yes, you generally will incur a gain or loss on the transfer.

If the 1099-B does not include a purchase date you will have to use the best information you have to determine a purchase date.

View solution in original post

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